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True Wealth Design’s Delek US DK Stock Holding History

True Wealth Design’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102 Hold
2
– – ﹤0.01% 2536
2026
Q1 		$91 Sell
2
-2
-50% -$71 ﹤0.01% 2486
2025
Q4 		$119 Buy
4
+2
+100% +$71 ﹤0.01% 2307
2025
Q3 		$65 Hold
2
– – ﹤0.01% 2534
2025
Q2 		$43 Buy
+2
New +$34 ﹤0.01% 2411

Other funds holding DK

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

True Wealth Design's DK Position: Q2 2026 in Review

True Wealth Design held its Delek US (DK) position steady in Q2 2026 at 2 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

True Wealth Design first reported a position in DK in Q2 2025 and has held it in 5 quarters since. The position peaked at $119 in Q4 2025. 24 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • True Wealth Design held 2 shares of Delek US worth $102 as of Q2 2026.
  • True Wealth Design left its Delek US share count unchanged in Q2 2026.
  • Delek US made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2536 holding.
  • True Wealth Design first reported a position in Delek US in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Delek US position peaked at $119 in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.